GWM
BTC

Geneos Wealth Management’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Geneos Wealth Management’s Portfolio BTC Stock Details BTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$411K Buy
15,849
+188
+1% +$5.97K 0.01% 798
2026
Q1 		$470K Sell
15,661
-346
-2% -$11.7K 0.01% 716
2025
Q4 		$620K Sell
16,007
-179
-1% -$7.93K 0.02% 606
2025
Q3 		$819K Buy
16,186
+343
+2% +$17.4K 0.02% 538
2025
Q2 		$757K Buy
15,843
+10,597
+202% +$463K 0.02% 601
2025
Q1 		$191K Buy
5,246
+690
+15% +$28.5K 0.01% 925
2024
Q4 		$191K Buy
+4,556
New +$168K 0.01% 857

Other funds holding BTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
B
Bullish George Town $178M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Geneos Wealth Management's BTC Position: Q2 2026 in Review

Geneos Wealth Management increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 1.2% in Q2 2026, buying an estimated $5.97K and bringing the position to 15,849 shares worth $411K. The position accounts for 0.01% of the portfolio, ranked #798.

Geneos Wealth Management first reported a position in BTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $819K in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Geneos Wealth Management held 15,849 shares of Grayscale Bitcoin Mini Trust ETF worth $411K as of Q2 2026.
  • Geneos Wealth Management bought 188 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $5.97K.
  • Grayscale Bitcoin Mini Trust ETF made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #798 holding.
  • Geneos Wealth Management first reported a position in Grayscale Bitcoin Mini Trust ETF in Q4 2024 and has held it in 7 quarters since.
  • Geneos Wealth Management's Grayscale Bitcoin Mini Trust ETF position peaked at $819K in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.